Overview

Our ability to help clients realize their lifestyle and legacy goals requires a keen understanding of their life picture and evolving needs and the experience to balance proven wealth management strategies. Legacy Financial Services adheres to a disciplined approach that incorporates investment expertise, access to a comprehensive array of planning services, and highly personalized service to craft a holistic wealth management program that addresses distinct objectives. We help build wealth management plans designed to chart the course from point to point with enough flexibility to allow navigation for the unexpected along the way. Visions may involve any number of unique goals, such as:

  • Maintaining current quality of life
  • Leaving the largest estate possible to heirs
  • Providing for an elderly parent
  • Transitioning ownership of a family business
  • Funding a child's or grandchild's higher education
  • Managing philanthropic contributions
  • Achieving personal aspirations
Maple tree with fall leaves in a park